Plum Street Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Plum Street Advisors’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Sell	33,640 -520	-2%	-$44.4K	0.95%	26
2026 Q1	$2.61M	Buy	34,160 +219	+0.6%	+$17.5K	0.9%	27
2025 Q4	$2.72M	Buy	33,941 +8,535	+34%	+$679K	0.97%	27
2025 Q3	$1.99M	Buy	25,406 +564	+2%	+$42.6K	0.77%	32
2025 Q2	$1.81M	Buy	24,842 +349	+1%	+$23.4K	0.8%	30
2025 Q1	$1.6M	Buy	24,493 +16,871	+221%	+$1.17M	0.77%	31
2024 Q4	$524K	Buy	+7,622	New	+$527K	0.26%	58

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Plum Street Advisors's VOTE Position: Q2 2026 in Review

Plum Street Advisors reduced its TCW Transform 500 ETF (VOTE) stake by 1.5% in Q2 2026, selling an estimated $44.4K and leaving 33,640 shares worth $2.97M. The position accounts for 0.95% of the portfolio, ranked #26.

Plum Street Advisors first reported a position in VOTE in Q4 2024 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Plum Street Advisors held 33,640 shares of TCW Transform 500 ETF worth $2.97M as of Q2 2026.
Plum Street Advisors sold 520 TCW Transform 500 ETF shares in Q2 2026, an estimated $44.4K.
TCW Transform 500 ETF made up 0.95% of Plum Street Advisors's portfolio in Q2 2026, its #26 holding.
Plum Street Advisors first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.